Raghuram Rajan said he is happy that India is outperforming his expectations of 5% GDP growth. In this exclusive interview, he cites three reasons explaining why Indian economy grew faster than his prediction. The first two reasons - the industrial world did not slow down as was anticipated and muted Chinese demand for commodities - are not India's doing. "The third is enormous infrastructure investment by the government in the first two quarters of this year. That is what went right," Rajan said.